UnitedHealth shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.7M | 17k | 584.68 |
| 2024-06-30 | $8.6M | 17k | 509.26 |
| 2024-03-31 | $8.4M | 17k | 494.70 |
| 2023-12-31 | $9.0M | 17k | 526.47 |
| 2023-09-30 | $8.7M | 17k | 504.19 |
| 2023-06-30 | $8.4M | 18k | 480.64 |
| 2023-03-31 | $8.4M | 18k | 472.59 |
| 2022-12-31 | $9.5M | 18k | 530.18 |
| 2022-09-30 | $9.0M | 18k | 505.05 |
| 2022-06-30 | $10M | 20k | 513.61 |
| 2022-03-31 | $9.8M | 19k | 509.95 |
| 2021-12-31 | $9.4M | 19k | 502.14 |
| 2021-09-30 | $5.9M | 15k | 390.71 |
| 2021-06-30 | $6.2M | 15k | 400.44 |
| 2021-03-31 | $5.6M | 15k | 372.04 |
| 2020-12-31 | $5.6M | 16k | 350.66 |
| 2020-09-30 | $5.0M | 16k | 311.77 |
| 2020-06-30 | $4.7M | 16k | 294.95 |
| 2020-03-31 | $4.7M | 19k | 249.38 |
| 2019-12-31 | $5.7M | 19k | 293.97 |
| 2019-09-30 | $4.2M | 19k | 217.33 |
| 2019-06-30 | $4.6M | 19k | 244.01 |
| 2019-03-31 | $4.0M | 16k | 247.26 |
| 2018-12-31 | $4.0M | 16k | 249.12 |
| 2018-09-30 | $4.4M | 17k | 266.05 |
| 2018-06-30 | $4.0M | 16k | 245.37 |